The following is a link to a PDF written by good friend, Tyler Lang. Tyler is an analyst for Tapke Asset Management, LLC. Tyler's macro thoughts were written about two months ago, and his ideas are a nice tie in to the concerns I expressed in the article, "It's A New Era Of Thrift." For example, Tyler's first concern for the US economy is that "consumer credit has peaked and we are beginning a secular shift toward frugality and risk aversion".
It's a quick read. Thanks Tyler.
To access the PDF, please follow this link: Macro Themes
Friday, March 6, 2009
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4 comments:
I am getting a "Document is not available" message from Google Docs when I click on that link.
Anyone else having trouble?
Me too.
I think we got it fixed! Thanks for the patience....
Hope you guys like it. Let me know if you have any thoughts or feedback.
Tyler
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